https://doi.org/10.4087/FZNR6193">
 

Research, Reports, and Publications

Disciplines

Social and Behavioral Sciences

Original Citation

Heist, H. D., Vance-McMullen, D., Sumsion, R. M., Williams, J. (2024). National survey of donor advised fund managers: Executive Summary and Key Findings. Donor Advised Fund Research Collaborative (DAFRC). https://www.dafresearchcollaborative.org/s/Executive-Summary-The-National-Survey-of-Donor-Advised-Fund-Managers.pdf

Abstract

The Donor Advised Fund Research Collaborative (DAFRC) is a group of academic and nonprofit researchers leading a 4-year, comprehensive research initiative to provide empirical data and insights on the characteristics and activities of donor advised funds (DAFs) in the United States.

This report, which is the second of three reports by the DAFRC, provides insights into DAF sponsors’ perceptions, policies, and practices. The report’s findings are based on a 2023 management survey of 128 DAF sponsors. This survey covered topics related to DAF strategy, operational capacity, philanthropic advising, internal policy execution, and the marketing of DAF sponsors.

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